AMJ Financial

AMJ understands that success is different for all. We strive to understand what success means to you so we can create, implement and monitor a financial plan that allows you to live your dreams.

AMJ Financial Wealth Management understands that success is different for all. We pride ourselves on creating strong and caring relationships with our clients. AMJ Financial Wealth Management offers not only our competency, but our independence as financial planners for clients looking to attain their most important financial goals. We focus on integrating business and personal financial planning in order to offer comprehensive financial and wealth planning for individuals looking to attain financial success. The information provided is for informational purposes only, and does not constitute an offer, solicitation or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions and estimates are subject to change without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences. This information may not be updated. If you have any questions please visit www.amjfinancial.com or call our office at 800-237-4134. Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services offered through AMJ Financial Wealth Management LLC AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC

At AMJ Financial Wealth Management, we take pride in the fact that with us, you’re not a number, or just another client; we treat you like family! That is why we strive to maintain deep, meaningful relationships with all of our clients. AMJ Financial understands that success is different for each person. Donald Trump’s idea of success would probably be very different compared to Mother Teresa’s. For this reason, we take the time to consult with each client individually and plan the best course of action so that you feel comfortable because at AMJ Financial, we want to make Wealth Management Simple.

Mission: AMJ Financial Wealth Management understands that success is as unique as each individual. We strive to understand what success means to you so we can create, implement and monitor an action plan that allows you to create your ideal future.

Operating as usual

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Market Commentary - 1/12/2021 - AMJ Financial

Major U.S. stock indices moved higher last week. The Standard & Poor’s 500 Index, Dow Jones Industrial Average, and Nasdaq Composite all closed at record highs. The small-cap Russell 2000 Index gained almost 6 percent. https://amjfinancial.com/market-commentary-1-12-2021/

amjfinancial.com The event at the United States Capitol building had a resounding impact around the world, but it didn’t deter global stock markets. Last week, investors weighed the violent disruption of America’s 2020 presidential election process against the outcome of the Senate runoff in Georgia, and decided...

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Market Commentary - 1/4/2021 - AMJ Financial

Last week was the cherry on top of a turbulent year for investors. https://amjfinancial.com/market-commentary-1-4-2021/

amjfinancial.com Last week was the cherry on top of a turbulent year for investors. After the $900 billion fiscal stimulus bill was signed on Sunday, major U.S. stock indices moved higher. The Washington Post reported, “The S&P 500-stock index, the most widely watched gauge, is finishing the year up more than 16 p...

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Market Commentary - 12/21/2020 - AMJ Financial

Stay informed! Market Commentary for week ending DEC 18 available now on our website: https://amjfinancial.com/market-commentary-12-21-2020/ Thanks for reading!!

amjfinancial.com Congress is at $900 billion, will they hear $1.4 trillion, $1.4 trillion, governments at $900 billion, who’ll go $1.4 trillion, $1.4 trillion… The stimulus auction continued last week. Early on Sunday, The New York Times reported, “Lawmakers are on the brink of agreement on a $900 billion comp...

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Market Commentary - 12/15/2020 - AMJ Financial

Time flies! Seems like I just posted Market Commentary, but those markets keep on rollin'...always something to talk about! Read more here: https://amjfinancial.com/market-commentary-12-15-2020/

amjfinancial.com When it comes to beverages, frothy can be delicious. In what may be the least inspiring description of fizzy drinks ever written, a group of food engineers explained, “Aeration in beverages, which is manifested as foam or bubbles, increases the sensory preference among consumers.” Stock markets ...

[12/11/20]   The entire Team at AMJ is pleased to announce that Tucker Holt, wealth advisor at AMJ—and with the firm since April 2019--has earned his Certified Financial Planner designation—also known as “CFP.” This brings the total number of CFP®s at AMJ to five!

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Finding Holiday Happiness - AMJ Financial

Wondering how to bring everyone together – virtually – after a really challenging year? Here’s an idea: chronicle the quarantine. Seriously. Someday, your children or grandchildren are going to ask what it was like. Sharing stories and memories over the holidays, and then creating a brief history of 2020, may bring everyone together. Read more: https://amjfinancial.com/finding-holiday-happiness/

amjfinancial.com Wondering how to bring everyone together – virtually – after a really challenging year? Here’s an idea: chronicle the quarantine. Seriously.

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Market Commentary - 12/8/2020 - AMJ Financial

When is bad news good news? Take a look at last week. Major stock indices in the United States hit all-time highs on Friday, despite a lackluster employment report and a surge in COVID-19 cases. Read more: https://amjfinancial.com/market-commentary-12-8-2020/

amjfinancial.com When is bad news good news? Take a look at last week. Major stock indices in the United States hit all-time highs on Friday, despite a lackluster employment report and a surge in COVID-19 cases.

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Market Commentary - 12/1/2020 - AMJ Financial

New Market Commentary on our website, under "Resources." Lots of other goodies to explore too! https://amjfinancial.com/market-commentary-12-1-2020/

amjfinancial.com Last week, vaccine optimism immunized investors against signs of economic weakness.

[11/25/20]   Important tips to protect your personal information - always a good reminder, especially in the Holiday Season! Check it out in the Resource section of our website: Important Tips to Protect your Personal Info - AMJ Financial

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Market Commentary - 11/23/2020 - AMJ Financial

The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because big trucks don’t go from zero to 60 in 2.5 seconds. Neither does the U.S. economy. When the pandemic brought our economy to a near virtual standstill early in 2020, the U.S. government and Federal Reserve (Fed) took extraordinary measures to help the economy get going again. https://amjfinancial.com/market-commentary-11-23-2020/

amjfinancial.com The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because big trucks don’t go from zero to 60 in 2.5 seconds. Neither does the U.S. economy. When the pandemic brought our economy to a near virtual standstill early in 2020, the U.S. government and ...

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Market Commentary - 11/16/2020 - AMJ Financial

Today's Market Commentary ready for you! https://amjfinancial.com/market-commentary-11-16-2020/

amjfinancial.com Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last week, it was worth a whole lot more than that to financial markets. On Monday, a pharmaceutical company and a biotech company announced preliminary trials of their vaccine show it may be 90 perc...

[11/13/20]   You need to make a plan for CARE!
-70% of people who turn age 65 will need care at some point
-Women are more likely than men to need care
-Medicare may not cover all costs
-More than 55% of parents expect their children to care for them physically or financially as they age

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Market Commentary - 11/9/2020 - AMJ Financial

It’s said markets hate uncertainty, but that wasn’t the case last week. Read more Market Commentary via our website here: https://amjfinancial.com/market-commentary-11-9-2020/

amjfinancial.com It’s said markets hate uncertainty, but that wasn’t the case last week. Despite tremendous uncertainty about the outcome of the United States election, major domestic and international stock indices moved higher and the CBOE Volatility Index, better known as Wall Street’s fear gauge, moved 35 ...

[11/03/20]   Last week, financial markets and economic data told very different stories. Read more! https://amjfinancial.com/market-commentary-11-3-2020/

Some good news on Covid is that our Healthcare Hero's have learned some difficult lessons on how to deal with this virus. New therapies are helping. Thankfully death rates are well below the March 2020 levels. We all should do our parts to deter the spread, wear masks, social distance, and wash our hands. Covid Fatigue is real, so don't be complacent. :) But also, there is hope!

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Market Commentary - 10/26/2020 - AMJ Financial

Stimulus talks led investors in a merry dance last week.
So far in 2020, stock markets have been sensitive to fiscal stimulus. Last week, there was optimism a new stimulus package could be negotiated before the election. There also was skepticism about whether it would happen. Read more in this week's Market Commentary! https://amjfinancial.com/market-commentary-10-26-2020/

amjfinancial.com Stimulus talks led investors in a merry dance last week. So far in 2020, stock markets have been sensitive to fiscal stimulus. Last week, there was optimism a new stimulus package could be negotiated before the election. There also was skepticism about whether it would happen. An expert cited by CNB...

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Market Commentary - 10/20/2020 - AMJ Financial

It was a turbulent week for investors. Waves of positive and negative news buffeted financial markets last week. Read more: https://amjfinancial.com/market-commentary-10-20-2020/

amjfinancial.com It was a turbulent week for investors. Waves of positive and negative news buffeted financial markets last week.

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Market Commentary - 10/13/2020 - AMJ Financial

Earnings season is upon us! https://amjfinancial.com/market-commentary-10-13-2020/

amjfinancial.com Major U.S. stock indices finished the week higher, per Barron’s, and global indices were bullish on Friday because of U.S. stimulus talks, reported Financial Times.

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Market Commentary - 10/6/2020 - AMJ Financial

3rdQ ends, 4th begins...https://amjfinancial.com/market-commentary-10-6-2020/

amjfinancial.com Last week, the third quarter of 2020 came to an end – and the fourth quarter delivered a doozy of an October surprise. President Trump has the coronavirus On Friday Americans awoke to the news President Trump had contracted COVID-19. Financial markets responded with relative equanimity. After a br...

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Market Commentary - 9/28/2020 - AMJ Financial

For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain. Today, pandemic-driven demand is providing fuel for the investors. The need for certain types of products and services has accelerated and innovation is creating new opportunities. https://amjfinancial.com/market-commentary-9-28-2020/

amjfinancial.com For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain. Today, pandemic-driven demand is providing fuel for the investors. The need for certain types of products and services has accelerated and innovation is creating new opportunities.

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Market Commentary - 9/22/2020 - AMJ Financial

Stay informed! Today's Market Commentary is ready for you on our website: https://amjfinancial.com/market-commentary-9-22-2020/

amjfinancial.com Investors weren’t happy with central banks last week. After the Federal Open Market Committee (FOMC) meeting, Federal Reserve Chair Jerome Powell confirmed the economy is recovering more quickly than anticipated: “With the reopening of many businesses and factories and fewer people withdrawing f...

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Market Commentary - 9/15/2020 - AMJ Financial

Last week, the Nasdaq Composite Index set another record.
So far, 2020 has been memorable for many reasons, not the least of which is the incredible speed at which some events have been occurring in financial markets. This year, we’ve experienced:
• The end of the longest U.S. stock bull market in history
• A global stock market crash
• The shortest U.S. stock bear market in history
• Multiple record highs for major U.S. stock indices
Read more: https://amjfinancial.com/market-commentary-9-15-2020/

amjfinancial.com Last week, the Nasdaq Composite Index set another record. So far, 2020 has been memorable for many reasons, not the least of which is the incredible speed at which some events have been occurring in financial markets. This year, we’ve experienced: • The end of the longest U.S. stock bull market ...

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Market Commentary - 9/8/2020 - AMJ Financial

Stock markets in the U.S. retreated a bit last week. U.S. stocks have been trending higher--last week, they gave back some gains. The Nasdaq dropped 3.3 %, while the S&P 500 Index fell 2.3 %, and the Dow lost 1.8%, reported Ben Levisohn of Barron’s.
https://amjfinancial.com/market-commentary-9-8-2020/

amjfinancial.com Stock markets in the United States retreated a bit last week. U.S. stocks have been trending higher for months. Last week, they gave back some gains. The Nasdaq Composite dropped 3.3 percent, while the S&P 500 Index fell 2.3 percent, and the Dow lost 1.8 percent, reported Ben Levisohn of Barron’s.

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Market Commentary - 8/31/2020 - AMJ Financial

August has been a good month for stock investors. At the end of last week, the S&P 500 Index was up 6.8 percent for the month. The Index is poised to deliver its best returns for the month since 1986, when it gained 7.1 percent, reported Financial Times. Read more Market Commentary on our website: https://amjfinancial.com/market-commentary-8-31-2020/

amjfinancial.com August has been a good month for stock investors. At the end of last week, the S&P 500 Index was up 6.8 percent for the month. The Index is poised to deliver its best returns for the month since 1986, when it gained 7.1 percent, reported Financial Times. The performance of U.S. stock markets is rema...

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Pandemic Changing the Way We Do Things - AMJ Financial

We have resources for you on our website! Take a look sometime on your next coffeebreak. New article here: https://amjfinancial.com/pandemic-changing-the-way-we-do-things/

Financial Literacy Library here: https://amjfinancial.com/resources/#headline-71-104

amjfinancial.com You don’t have to look very far to see how quickly innovation changes our world. The greatest generation saw the advent of credit cards, power steering, and transistor radios. Baby Boomers remember the arrival of electronic fuel injection, audio cassettes, and an oral vaccine for polio. Gen Xers w...

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Market Commentary - 8/25/2020 - AMJ Financial

The shortest bear market in history is over.

The Nasdaq Composite and Standard & Poor’s 500 Indices finished at new highs last week. The stock market is considered to be a leading economic indicator, so strong stock market performance suggests economic improvement ahead.

There was a caveat to last week’s gains, though. Read more on our Market Commentary this week: https://amjfinancial.com/market-commentary-8-25-2020/

amjfinancial.com The shortest bear market in history is over. The Nasdaq Composite and Standard & Poor’s 500 Indices finished at new highs last week. The stock market is considered to be a leading economic indicator, so strong stock market performance suggests economic improvement ahead. There was a caveat to last...

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Market Commentary - 8/18/2020 - AMJ Financial

The Standard & Poor’s (S&P) 500 Index finished the week within a whisker of its February high, reported Randall Forsyth of Barron’s.
https://amjfinancial.com/market-commentary-8-18-2020/

amjfinancial.com The Standard & Poor’s (S&P) 500 Index finished the week within a whisker of its February high, reported Randall Forsyth of Barron’s. It’s a remarkable feat. The stock market has recovered in just 175 days. Historically, comparable recoveries (those following market drops of 20 percent or more)...

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Market Commentary - 8/11/2020 - AMJ Financial

There was good news and bad news in last week’s employment report.
Read more via Market Commentary under our “Resources” tab on our website:
https://amjfinancial.com/market-commentary-8-11-2020/

amjfinancial.com There was good news and bad news in last week’s employment report. The good news was the U.S. Bureau of Labor Statistics delivered better-than-expected data about employment. In July, the U.S. economy added about 1.8 million new jobs. That’s about 300,000 more than the Wall Street consensus fore...

[08/04/20]   Our Halftime Report went out to clients last week! Let us know what you thought of the virtual format!

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Market Commentary - 7/28/2020 - AMJ Financial

Stay smart with today's Market Commentary: https://amjfinancial.com/market-commentary-7-28-2020/

amjfinancial.com Where are we on vaccines and treatments? During 2020, the United States government has spent more than $13 billion on Operation Warp Speed (OWS), which is focused on accelerating the development of vaccines and treatments for COVID-19, according to The Economist. The United States is not alone. Gove...

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Market Commentary 7/14/2020 - AMJ Financial

During 2020, stock markets have taken investors on an emotional rollercoaster ride. By late March, the S&P 500 Index had lost more than 30%. The Index has since regained most of those losses, though there have been ups and downs along the way. Read more: https://amjfinancial.com/market-commentary-7-14-2020/

amjfinancial.com Please don’t scream inside your heart. Last week, a reopened Japanese theme park asked patrons to wear masks to help reduce the spread of coronavirus. It also asked them not to scream while riding the rollercoaster. “Please scream inside your heart,” park management urged. During 2020, stock m...

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Market Commentary - 7/7/2020 - AMJ Financial

What a quarter!

Who could have guessed a global pandemic would produce outsized stock market returns? Near the end of last quarter (March 23), the Standard & Poor’s 500 Index was down 30.75 percent for the year, and it looked like 2020 was going to be a disappointing year for many investors.

Since then, the S&P 500 has gained 39 percent, reported The Economist. It rose 20 percent from March 31 to June 30. The Dow Jones Industrial Average also did well, delivering its second best quarterly showing since 1938. The Nasdaq Composite finished the quarter in positive territory.

Read more on our website: https://amjfinancial.com/market-commentary-7-7-2020/

amjfinancial.com Who could have guessed a global pandemic would produce outsized stock market returns? Near the end of last quarter (March 23), the Standard & Poor’s 500 Index was down 30.75 percent for the year, and it looked like 2020 was going to be a disappointing year for many investors. Since then, the S&P 5...

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Market Commentary - 6/30/2020 - AMJ Financial

Weekly Market Commentary available on our website--along with many other timely topics under our "Resources" tab. https://amjfinancial.com/market-commentary-6-30-2020/

amjfinancial.com Blame it on the coronavirus. Stock markets in the United States and Europe retreated last week as the number of new COVID-19 cases increased steadily in America. On Thursday, there were more than 44,000 new cases, the highest daily total to date, according to data from the Centers for Disease Contro...

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